WMNAX Mutual Fund

NAV$10.47

AUM$803,300.46

TER1.01%

Holdings141

See how much of WMNAX you already own

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WMNAX Mutual Fund

NAV$10.47

Westwood Alternative Income Fund Class A

AUM$803,300.46

TER1.01%

Holdings141

See how much of WMNAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare WMNAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings WMNAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

WMNAX Mutual Fund Overlap Analysis

WMNAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

WMNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 141 holdings, WMNAX may share significant positions with broad-market funds.

WMNAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. WMNAX tax-loss harvesting finds highly correlated but non-identical funds.